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Archive Step Form

patti_camara

Hi All,

Looking for some insight. We are looking to implement a checklist/form at the Archive Step that the Archiver must complete for the purpose of auditing the contract. Has anyone currently do this post execution and if so how. Essentially we want the Archiver to acknowledge the right contract was triggered for the service being offered, pricing has been validated, appropriate approvals were obtained.

Any suggestions on how I may be able to accomplish this?

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Comments

Swarna_Sankha_Singh

Hi @patti_camara ,

You mentioned that you would like the Archiver to validate the right contract was triggered.

Typically in the lifecycle, the Archival is the last step where the Workflow Status moves to Completed which will happen after a Contract has been accepted and signed.

Would it not be too late in the process if this check is done by the Archiver? Instead, have you looked into adding a Review Step for someone to perform this validation before the Contract is sent out for Signatures?

Kind Regards,
Swarna.

patti_camara

There are step which need to occur as part of the archiving process, but after the contract is signed. This is particularly the case with an amendment, since Ironclad has no amendment automation that I am aware of.

In the case of an amendment, only once the amendment is signed does the Archiver go and change the properties in the original contract to reflect the changes from the amendment. We also, have an internal process to quality control our documents, like a checklist to validate certain items. I have seen a similar process in any organization I have worked. It would be nice to have it all in Ironclad instead of being spread out and disconnected.